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Markel Group

520 hedge funds and large institutions have $12.6B invested in Markel Group in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 167 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 34

10% more capital invested

Capital invested by funds: $11.4B → $12.6B (+$1.19B)

5% more funds holding

Funds holding: 496520 (+24)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0.52% less ownership

Funds ownership: 76.92%76.41% (-0.52%)

8% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 167

68% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $31.5M

Holders
520
Holders Change
+24
Holders Change %
+4.84%
% of All Funds
11.89%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.57%
New
65
Increased
154
Reduced
167
Closed
34
Calls
$10.2M
Puts
$31.5M
Net Calls
-$21.3M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.88M +$122K +104 +2%
M&T Bank
127
M&T Bank
New York
$6.84M +$21.2K +18 +0.3%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$6.79M +$22.4K +19 +0.3%
SCM
129
Snyder Capital Management
California
$6.78M +$535K +455 +9%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.6M -$7.06K -6 -0.1%
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Kentucky
$6.56M -$200K -170 -3%
CRC
132
Curi RMB Capital
Illinois
$6.45M -$610K -518 -9%
Royal London Asset Management
133
Royal London Asset Management
United Kingdom
$6.38M -$517K -439 -8%
Citadel Advisors
134
Citadel Advisors
Florida
$6.29M -$572K -486 -8%
Stifel Financial
135
Stifel Financial
Missouri
$6.28M +$83.6K +71 +1%
Barclays
136
Barclays
United Kingdom
$6.13M -$288K -245 -5%
CB
137
Cooke & Bieler
Pennsylvania
$6M -$51.4M -43,687 -90%
GIBU
138
Gulf International Bank (UK)
United Kingdom
$5.83M +$836K +710 +17%
MA
139
Menlo Advisors
California
$5.83M
FAF
140
Fjarde Ap-fonden
Sweden
$5.73M -$106K -90 -2%
PAMU
141
Pictet Asset Management (UK)
United Kingdom
$5.67M -$424K -360 -7%
JSA
142
Jacobson & Schmitt Advisors
Wisconsin
$5.59M -$40K -34 -0.7%
BIM
143
Bogle Investment Management
Massachusetts
$5.48M +$5.43M +4,612 New
SLAM
144
Swiss Life Asset Management
$5.48M +$359K +305 +7%
AAF
145
Andra AP-fonden
Sweden
$5.47M -$353K -300 -6%
SIC
146
Schwartz Investment Counsel
Michigan
$5.35M
HSBC Holdings
147
HSBC Holdings
United Kingdom
$5.31M +$730K +620 +16%
CIM
148
Contravisory Investment Management
Massachusetts
$5.2M -$177K -150 -3%
PC
149
PhiloSmith Capital
Connecticut
$5M
TCM
150
Tuttle Capital Management
Connecticut
$4.89M +$2.77M +2,352 +134%

MKL Hedge Fund Activity: Q3 2018 in Review

520 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2018, worth a combined $12.6B — up 10% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MKL positions and 34 closed out — a net gain of 31 holders — while 154 added to existing stakes and 167 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $212M. The largest seller was Capital Research Global Investors, cutting an estimated $263M.

  • 520 institutional investors held Markel Group (MKL) as of Q3 2018, up from 496 in Q2 2018.
  • Funds reported $12.6B of Markel Group stock for Q3 2018, up 10% quarter-over-quarter.
  • 65 funds opened new Markel Group positions in Q3 2018 and 34 closed out, a net change of +31 holders.
  • The largest Markel Group buyer in Q3 2018 was Capital International Investors, an estimated $212M added.
  • The largest Markel Group seller in Q3 2018 was Capital Research Global Investors, an estimated $263M sold.

Based on aggregated 13F filings for Q3 2018.